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To: Keith J who wrote (7213)2/9/1998 1:29:00 PM
From: craig crawford  Read Replies (1) | Respond to of 27307
 
The key point is, "if membership holds steady".

If people quit using AOL it's not going to help...



To: Keith J who wrote (7213)2/9/1998 1:34:00 PM
From: Don Westermeyer  Read Replies (2) | Respond to of 27307
 
Keith,

I suspect AOL's subscriber growth is significantly slowing so the best way to increase revenues is with a modest price increase.

As I said I don't think the market will be all that sensitive to the increase, assuming AOL actually adds unique content that is worth something!

One can add a lot of content for $250mm/year!

Of course XCIT, YHOO, etc. cannot easily match that kind of investment.

Don't ask me why YHOO would rally on this news!


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